Previously in Trail, you only were able to create one basic template to generate Statement of Advice documents. With new updates, you can now tailor multiple templates and customize them even further from in your Insurance Settings.

SOA Templates can only be edited by users with "Organisation Admin" access (company wide access) 👍

To view or edit your SOA Templates, go to your Settings - Insurance Settings - Statement of Advice Template:

From there, select the green ‘Create New Template’ button. You will be able to add a name and optional description for your template. Saving this will create a new template with a basic structure that can be edited and added to. Any changes will be saved automatically.

Once you have created a template, you can add additional custom pages that suit your workflow. At the bottom of your template, click the + Add Page button to add a new page.

Four different pages are available to your template:

Custom pages can be renamed but please note that you are unable to rename default template pages.

To remove an unwanted page, hover over the page you would like to delete and click the bin icon. To revert the template to its original state and remove any adjustments you have made, click the orange Reset to Default button at the bottom right of the page.

Any individual page in a template can be edited, with the exception of the Title Page and Contents Page.

To edit a page, hover over it and click the Edit button that appears. Depending on the page type, you will have various edit options.

For all custom pages and some default pages, you are able to freely add or remove text, images and tables from the pages using the edit options along the top.

Some default pages contain sections that cannot be edited or fully deleted, as they are used to generate certain aspects of the Statement of Advice. However, these sections can be hidden by switching the toggle to active (blue) or inactive (grey). Sections that are toggled to active will be visible in the generated SOA document.

Some pages will contain sections that must be edited in another area of the Settings. The Product Recommendation page, for example, is edited from the Provider Research page instead. In these cases, there will be a button to take you to the appropriate page to edit the settings.

The Manage Templates window can be used to rename, duplicate, and delete templates.

Click over the template's name to Rename it. When you click on the 3-dot 'more options', you will see the options to Duplicate or to Delete.

Any template can be deleted, but there must always be at least one template that remains in the system.

Deleting templates that are currently in use will not affect any existing SOA documents, except any file attachments (e.g. for a Document type page) that were part of the template will no longer be accessible.

Any user in your organisation will have access to all your created SOA Templates when in an Insurance Advice Opportunity.

To generate the SOA, navigate to the Statement of Advice tab in an insurance application. Then from here you can select the template to apply:

Switching templates after you have applied a template and started work/ edits within the SOA Editor, will require a RESET of SOA.

The last thing you want is to apply the wrong template at the beginning, start work within the SOA Editor on it, and then realize you have to switch templates! This means resetting the SOA and you lose your changes!